Purchases and Sales Made in Q3 2024 in Sprott Physical Gold & Silver Trust (CEF)
This table provides information about the institutional ownership of Sprott Physical Gold & Silver Trust (CEF) during Q3 2024. The information is specifically focused on institutions that hold shares of Sprott Physical Gold & Silver Trust.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
Nov 14, 2024
Q3 2024
|
Bluefin Capital Management, LLC
New York, NY |
BUY
|
- |
907K+ 1670.47% |
$19.7M - $22.7M
|
961K
$24.1M
|
|
|
Oct 31, 2024
Q3 2024
|
Philip James Wealth Mangement, LLC
Milton, GA |
BUY
|
- |
365KNew |
$7.94M - $9.16M
|
365K
$9.17M
|
|
|
Nov 12, 2024
Q3 2024
|
Td Waterhouse Canada Inc.
Toronto, A6 |
BUY
|
- |
160K+ 143.55% |
$3.47M - $4M
|
271K
$6.79M
|
|
|
Nov 12, 2024
Q3 2024
|
Jupiter Asset Management LTD
|
BUY
|
- |
152K+ 7.38% |
$3.29M - $3.8M
|
2.21M
$55.3M
|
|
|
Oct 18, 2024
Q3 2024
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
BUY
|
- |
108K+ 34.24% |
$2.35M - $2.71M
|
425K
$10.7M
|
|
|
Nov 13, 2024
Q3 2024
|
Wells Fargo & Company
San Francisco, CA |
BUY
|
- |
93.2K+ 10.77% |
$2.03M - $2.34M
|
959K
$24.1M
|
|
|
Oct 18, 2024
Q3 2024
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
64.6K+ 21.37% |
$1.4M - $1.62M
|
367K
$9.2M
|
|
|
Oct 22, 2024
Q3 2024
|
Central Trust CO
Jefferson City, MO |
BUY
|
- |
63.3K+ 0.82% |
$1.38M - $1.59M
|
7.83M
$196M
|
|
|
Nov 14, 2024
Q3 2024
|
Royal Bank Of Canada
Toronto, A6 |
BUY
|
- |
59.6K+ 1.81% |
$1.29M - $1.49M
|
3.36M
$84.3M
|
|
|
Nov 08, 2024
Q3 2024
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
49.2K+ 5.33% |
$1.07M - $1.23M
|
972K
$24.4M
|
|
|
Nov 13, 2024
Q3 2024
|
Baird Financial Group, Inc.
Milwaukee, WI |
BUY
|
- |
45.9K+ 3.54% |
$997K - $1.15M
|
1.34M
$33.6M
|
|
|
Nov 04, 2024
Q3 2024
|
Jaffetilchin Investment Partners, LLC
Tampa, FL |
BUY
|
- |
45.1K+ 152.97% |
$979K - $1.13M
|
74.5K
$1.87M
|
|
|
Nov 14, 2024
Q3 2024
|
High Tower Advisors, LLC
Chicago, IL |
BUY
|
- |
42.9K+ 17.88% |
$932K - $1.07M
|
283K
$7.09M
|
|
|
Nov 13, 2024
Q3 2024
|
Crown Wealth Group, LLC
|
BUY
|
- |
38.8K+ 416.59% |
$843K - $972K
|
48.1K
$1.21M
|
|
|
Nov 08, 2024
Q3 2024
|
Jpmorgan Chase & CO
New York, NY |
BUY
|
- |
35.7K+ 23.43% |
$775K - $894K
|
188K
$4.71M
|
|
|
Nov 14, 2024
Q3 2024
|
Ubs Group Ag
|
BUY
|
- |
33.8KNew |
$734K - $846K
|
33.8K
$847K
|
|
|
Oct 08, 2024
Q3 2024
|
C2 P Capital Advisory Group, LLC D.B.A. Prosperity Capital Advisors
Westlake, OH |
BUY
|
- |
30.9KNew |
$672K - $775K
|
30.9K
$776K
|
|
|
Nov 12, 2024
Q3 2024
|
Cibc World Market Inc.
Toronto, A6 |
BUY
|
- |
29.6K+ 6.34% |
$643K - $742K
|
497K
$12.5M
|
|
|
Nov 12, 2024
Q3 2024
|
Franklin Resources Inc
San Mateo, CA |
BUY
|
- |
25.9KNew |
$561K - $648K
|
25.9K
$648K
|
|
|
Oct 25, 2024
Q3 2024
|
Mutual Advisors, LLC
Casper, WY |
BUY
|
- |
25.8K+ 33.73% |
$561K - $647K
|
102K
$2.57M
|
|
|
Oct 28, 2024
Q3 2024
|
Cambridge Investment Research Advisors, Inc.
|
BUY
|
- |
23.8K+ 4.77% |
$516K - $595K
|
522K
$13.1M
|
|
|
Oct 23, 2024
Q3 2024
|
Pfg Investments, LLC
Woodbury, NY |
BUY
|
- |
21.1K+ 4.7% |
$459K - $529K
|
471K
$11.8M
|
|
|
Oct 15, 2024
Q3 2024
|
Tcfg Wealth Management, LLC
Laguna Niguel, CA |
BUY
|
- |
19.5KNew |
$423K - $488K
|
19.5K
$488K
|
|
|
Nov 13, 2024
Q3 2024
|
Creative One Wealth, LLC
Overland Park, KS |
BUY
|
- |
17.9KNew |
$390K - $449K
|
17.9K
$450K
|
|
|
Nov 12, 2024
Q3 2024
|
Raymond James Trust N.A.
|
BUY
|
- |
17.3KNew |
$376K - $433K
|
17.3K
$434K
|
|
|
Oct 28, 2024
Q3 2024
|
Nadler Financial Group, Inc.
|
BUY
|
- |
16KNew |
$348K - $401K
|
16K
$402K
|
|
|
Oct 23, 2024
Q3 2024
|
Wealth Enhancement Advisory Services, LLC
|
BUY
|
- |
15.8K+ 14.97% |
$343K - $396K
|
121K
$3.04M
|
|
|
Nov 13, 2024
Q3 2024
|
Mariner, LLC
Overland Park, KS |
BUY
|
- |
15.5K+ 19.36% |
$336K - $388K
|
95.5K
$2.39M
|
|
|
Nov 05, 2024
Q3 2024
|
Oppenheimer & CO Inc
New York, NY |
BUY
|
- |
15K+ 22.1% |
$326K - $376K
|
82.9K
$2.08M
|
|
|
Nov 14, 2024
Q3 2024
|
Cohen & Steers, Inc.
New York, NY |
BUY
|
- |
15K+ 3.03% |
$326K - $376K
|
510K
$12.8M
|
|
|
Nov 13, 2024
Q3 2024
|
Rockport Wealth LLC
Fairview Park, OH |
BUY
|
- |
15K+ 30.43% |
$325K - $375K
|
64.1K
$1.61M
|
|
|
Nov 13, 2024
Q3 2024
|
Brown Advisory Inc
|
BUY
|
- |
14.6K+ 25.91% |
$318K - $367K
|
71.2K
$1.78M
|
|
|
Nov 14, 2024
Q3 2024
|
Tiemann Investment Advisors, LLC
Menlo Park, CA |
BUY
|
- |
13.3KNew |
$289K - $333K
|
13.3K
$334K
|
|
|
Nov 13, 2024
Q3 2024
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
BUY
|
- |
13K+ 3.24% |
$282K - $326K
|
414K
$10.4M
|
|
|
Nov 14, 2024
Q3 2024
|
Pensionmark Financial Group, LLC
Santa Barbara, CA |
BUY
|
- |
12.2KNew |
$266K - $307K
|
12.2K
$307K
|
|
|
Nov 04, 2024
Q3 2024
|
Wealthcare Advisory Partners LLC
West Chester, PA |
BUY
|
- |
12K+ 24.84% |
$260K - $300K
|
60.2K
$1.51M
|
|
|
Oct 25, 2024
Q3 2024
|
Imc Chicago, LLC
|
BUY
|
- |
11.5K+ 20.08% |
$249K - $287K
|
68.5K
$1.72M
|
|
|
Nov 06, 2024
Q3 2024
|
Envestnet Asset Management Inc
|
BUY
|
- |
11.4K+ 5.65% |
$247K - $285K
|
213K
$5.33M
|
|
|
Oct 30, 2024
Q3 2024
|
Ifg Advisory, LLC
|
BUY
|
- |
11.2KNew |
$244K - $281K
|
11.2K
$282K
|
|
|
Oct 21, 2024
Q3 2024
|
Cannon Financial Strategists, Inc.
Athens, GA |
BUY
|
- |
11KNew |
$239K - $276K
|
11K
$276K
|
|
|
Oct 29, 2024
Q3 2024
|
Indie Asset Partners, LLC
Carmel, IN |
BUY
|
- |
10.9KNew |
$236K - $272K
|
10.9K
$273K
|
|
|
Nov 08, 2024
Q3 2024
|
Ever Source Wealth Advisors, LLC
|
BUY
|
- |
10.8K+ 55.35% |
$235K - $271K
|
30.4K
$763K
|
|
|
Nov 14, 2024
Q3 2024
|
Buckingham Strategic Partners
Saint Louis, MO |
BUY
|
- |
10.7KNew |
$232K - $268K
|
10.7K
$268K
|
|
|
Nov 12, 2024
Q3 2024
|
Hrt Financial LP
New York, NY |
BUY
|
- |
10.7KNew |
$231K - $267K
|
10.7K
$267K
|
|
|
Nov 14, 2024
Q3 2024
|
Bank Of America Corp
Charlotte, NC |
BUY
|
- |
10.6K+ 1.44% |
$231K - $266K
|
748K
$18.8M
|
|
|
Oct 30, 2024
Q3 2024
|
Capital Wealth Alliance, LLC
|
BUY
|
- |
9.55K+ 7.86% |
$207K - $239K
|
131K
$3.29M
|
|
|
Nov 13, 2024
Q3 2024
|
Federation Des Caisses Desjardins Du Quebec
Levis, A8 |
BUY
|
- |
9.52K+ 3.63% |
$207K - $239K
|
272K
$6.82M
|
|
|
Nov 12, 2024
Q3 2024
|
Bahl & Gaynor Inc
|
BUY
|
- |
9.2KNew |
$200K - $230K
|
9.2K
$231K
|
|
|
Nov 14, 2024
Q3 2024
|
Resurgent Financial Advisors LLC
Atlanta, GA |
BUY
|
- |
9KNew |
$195K - $225K
|
9K
$226K
|
|
|
Oct 31, 2024
Q3 2024
|
Keybank National Association
|
BUY
|
- |
8.82KNew |
$192K - $221K
|
8.82K
$221K
|